-29.9%
BITO vs OVV
+61.5%
-91.4%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.7% | -0.7% | -2.4% |
| 7D | +2.9% | +0.3% | +2.6% | +2.8% |
| 30D | +22.6% | +11.7% | +10.9% | +22.0% |
| 3M | +24.7% | +9.8% | +14.9% | +23.8% |
| 6M | +7.5% | +26.6% | -19.1% | +3.5% |
| YTD | -10.8% | +67.0% | -77.8% | -18.1% |
| 1Y | -29.9% | +55.9% | -85.8% | -36.8% |
| All | -29.9% | +61.5% | -91.4% | -36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded OVV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling